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Disclosery

Essex Financial Services, Inc.: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on IWP, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 32,641 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,641 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $4,779,014.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 27,513 shares
    • Essex Bank: 5,128 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,609 shares
    Change vs previous 13F +270 shares

    0.19% of the 13F portfolio, value $4,177,817.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 27,481 shares
    • Essex Bank: 5,128 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,339 shares
    Change vs previous 13F +2,185 shares

    0.2% of the 13F portfolio, value $4,428,471.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 27,211 shares
    • Essex Bank: 5,128 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,154 shares
    Change vs previous 13F +1,305 shares

    0.2% of the 13F portfolio, value $4,294,237.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 25,011 shares
    • Essex Bank: 5,143 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,849 shares
    Change vs previous 13F +1,472 shares

    0.21% of the 13F portfolio, value $4,000,720.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 23,706 shares
    • Essex Bank: 5,143 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,377 shares
    Change vs previous 13F +383 shares

    0.18% of the 13F portfolio, value $3,216,512.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 22,234 shares
    • Essex Bank: 5,143 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,994 shares
    Change vs previous 13F -12 shares

    0.19% of the 13F portfolio, value $3,421,442.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 21,790 shares
    • Essex Bank: 5,204 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,006 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,244,370.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 21,907 shares
    • Essex Bank: 5,099 shares

    Acceptance time not in the bulk data set (spec §4.2).